Rabobank's RaboResearch Food & Agribusiness team has 90 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer ...
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Rabobanks RaboResearch Food Podcasts
Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa. Please read our disclaimer here: https://research.rabobank.com/markets/en/foote ...
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations – from soybeans, corn and cotton to sugar and ethanol, beef, fertilizers and orange juice.
…
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Rabobank's RaboResearch Food & Agribusiness team has 85 analysts working in local teams across the worldwide Rabobank network. They generate knowledge, and develop views and insights on businesses, topics and developments in the food & agribusiness sectors across the globe. All analysts have their own sector specialisations—ranging from meat and fish to dairy, vegetables, fruit and floriculture, coffee and cocoa.
…
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New Chinese beef import quotas and their impact on Australia and New Zealand
20:16
20:16
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On 31 December the Chinese government announced new beef import quotas. Angus Gidley-Baird and Stefan Vogel chat through the potential implications for the Australian and New Zealand beef industries. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information a…
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Global wine and beer outlook with RaboResearch Global Strategist Steve Rannekleiv
25:38
25:38
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25:38
Global wine and beer markets are experiencing structural and cyclical demand changes, including influences from generational changes, weight-loss drugs, alternative drinks like hard seltzers and ready-to-drink cocktails, as well as cannabis. In this podcast, US-based Global Beverages Strategist Steve Rannekleiv unpacks these trends in a conversatio…
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1
Consumer Foods-to-Go Wrap! Wrapping up 2025
40:15
40:15
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40:15
The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the key trends and shifts in food markets across the US and Europe. It was an eventful year, marked by US-imposed tariffs, the significant impact of GLP-1s on food sales, and a K-shaped …
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Global geopolitical outlook with RaboResearch Global Strategist Michael Every
23:07
23:07
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23:07
Geopolitics has impacted markets and trade relationships significantly in 2025, and the expectations for 2026 is that there is more to come that will impact New Zealand, Australia, and the world. In this podcast, Asia-based Global Strategist Michael Every unpacks these trends with Stefan Vogel, General Manager of RaboResearch Australia & New Zealan…
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1
Global farm inputs wrap-up with RaboResearch Global Strategist Steve Nicholson
17:52
17:52
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Farm inputs remain a critical focus for farmers worldwide. In this conversation, US-based Global Farm Inputs Strategist Steve Nicholson shares his insights on key fundamentals and the geopolitical forces shaping fertilizers and agrochemicals. He also explores the latest trends in machinery, the transformative role of artificial intelligence, and gl…
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Global grain & oilseed wrap-up with RaboResearch Global Strategist Steve Nicholson
19:22
19:22
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19:22
2025 was a dynamic year for global grain & oilseed markets, and 2026 promises to be just as compelling. In this podcast, US-based Global Grain & Oilseed Strategist Steve Nicholson shares his perspective on grain market fundamentals, key points to watch, geopolitical influences, biofuel trends, farm subsidies, and margin outlooks. Joining him is Ste…
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In the lead-up to the busiest shopping period for Australian seafood, Angus Gidley-Baird speaks with RaboResearch seafood analysts Gorjan Nikolik and Novel Sharma on the outlook for global seafood markets in 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for…
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1
The biggest beverage stories of the last decade
1:14:32
1:14:32
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The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks industry coverage with a very special episode, discussing the biggest story from each year of the past decade. And if you've appreciated Jim's work over 125+ episodes of this show, you …
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Join Paul Joules as he chats with Doriana Milenkova, Senior RaboResearch Analyst – Farm Inputs and Sugar, and Barend Bekamp, Senior RaboResearch Analyst – Food and Agriculture, about the key insights and themes from their visit to Europe's leading agritech trade show, Agritechnica 2025. Disclaimer: Please refer to our global RaboResearch disclaimer…
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1
How weight loss drugs drive change in the food and agriculture sector
22:22
22:22
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22:22
Weight-loss drugs have gained momentum in several of Australia and New Zealand's key export destinations, and usage is growing locally. Join Stefan Vogel, General Manager RaboResearch – Australia and New Zealand, and Julia Buech, Senior Consumer Foods Analyst, as they discuss the implications and strong changes these trends bring to the food indust…
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1
The only way is up? Reviewing the Reserve Bank of Australia's December decision
9:39
9:39
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Join RaboResearch's Senior Market Strategist Ben Picton as he unpacks the RBA's December cash rate decision. The cash rate was left unchanged at 3.60% this time, but what is the outlook for the months ahead, and how will trends in inflation and the jobs market influence RBA decision-making? Disclaimer: Please refer to our global RaboResearch discla…
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Australian almond outlook – Replanting for growth beyond 2030
20:50
20:50
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In this episode, Michael Harvey speaks with Pia Piggott about the latest from RaboResearch's Australian almond outlook. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.…
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In this episode, Pia Piggott speaks with Senior Commodity Analyst Charles Hart about the outlook for the global sugar market from RaboResearch's Agri commodity outlook 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitat…
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Navigating an above-average winter grain crop: Insights on 2025/26 grain production trends and pricing
28:48
28:48
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28:48
In this episode, RaboResearch analyst Vítor Pistóia talks with Rabobank account managers to give an update on Australia's winter grain harvest. Together, they unpack the trends in grain yield and quality for the 2025/26 season and how market strategies may play out for an above-average crop. While large stocks pressure wheat and barley prices, the …
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1
Consumer Foods-to-Go Wrap! – Wrapping up the food sector for November 2025
34:25
34:25
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34:25
Maria Castroviejo, Tom Bailey, and Cyrille Filott wrap up the month in food. They discuss a range of topics, including taxes in the UK, private label in the US, restaurants across the globe, and RaboResearch's agricultural commodities outlook. We expect to see some interesting moves in a few sectors, including coffee and cocoa. In the made-to-order…
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1
Semiannual fertilizer outlook: What's driving prices?
21:09
21:09
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Paul Joules is joined by Bruno Fonseca, our Brazil-based senior economist and lead author of RaboResearch's Semiannual Fertilizer Outlook report. Together, they explore the key factors driving global fertilizer prices. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaime…
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Wrapping up a record year for New Zealand beef and lamb and looking ahead to 2026
23:53
23:53
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Join Angus Gidley-Baird for a chat with Jen Corkran as they wrap up a record-setting year for New Zealand red meat and unpack the global signals shaping 2026. Discover what various trends – ranging from farmgate pricing to export markets and consumer demand – might mean for New Zealand's sheep and beef farming sector heading into 2026. Disclaimer: …
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1
Public spirits companies hope the worst is over
58:04
58:04
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Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company results, we discuss the broader impact of regulation on spirits sales, how long a transitory/cyclical …
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